Retirement plan

EYES OF THE SOUTHWEST SAFE HARBOR 401(K) PLAN

Name: EYES OF THE SOUTHWEST - EYES OF THE SOUTHWEST SAFE HARBOR 401(K) PLAN (2017) Form 5500
Creator: EYES OF THE SOUTHWEST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EYES OF THE SOUTHWEST SAFE HARBOR 401(K) PLAN, EYES OF THE SOUTHWEST

EYES OF THE SOUTHWESTEIN 26-1338633Plan #001PY 2017

2810 N TELSHOR BLVD - LAS CRUCES, NM 88011575-523-2020eyesofthesouthwest.comLinkedIn11-50 employeesmedical practice

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$751K

+32.5% from 2016

Total participants

0.0% from 2016

Average account balance

$57,751

+2.0% from 2016

Annual return

13.61%

+4.03 pp from 2016

Benchmarks

See 106,905 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,905 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.80M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$150K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$115K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.17%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2R2J2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$57,751

$198,462-70.9%

$170,439-66.1%

$147,585-60.9%

Participation rate

80.0%

88.0%-8.0pp

83.6%-3.6pp

82.8%-2.8pp

Annual return

13.61%

257.30%-243.7pp

205.94%-192.3pp

578.58%-565.0pp

Employer contribution / active EE

$2,585

$6,184-58.2%

$5,433-52.4%

$4,876-47.0%

Participant deferral / active EE

$4,564

$5,629-18.9%

$4,939-7.6%

$5,439-16.1%

Admin fee / account holder

$16,852-100.0%

$13,881-100.0%

$10,886-100.0%

EYES OF THE SOUTHWEST SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EYES OF THE SOUTHWEST SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion